For the complete documentation index, see llms.txt. This page is also available as Markdown.
PFI Application
The PFI Application page gives you a view of all onboarding applications submitted by Partner Financial Institutions within Udara360. Use this page to review and manage PFI onboarding applications and monitor the status of each submission. This guide will walk you through accessing and filtering PFI application records.
Accessing PFI Application
Log into the application using your credentials.
From the dashboard, navigate to LMS in the side menu.
Expand PFI Onboarding and Select PFI Application from the dropdown list
Filtering the Records
Click the Filter button at the top right of the page
Enter your preferred filter criteria
Click Apply to display the filtered results
📌Click Reset Filter to clear all applied filters and return to the full list.
Exporting the PFI Application
Click the Export button at the top left of the page
Select your preferred format; CSV,Excel or PDF
The file will download automatically to your device
